Money and property may be the most discussed types of wealth a person owns, but the riches of their experience and wisdom can mean even more to loved ones. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding the distribution of your money, property, and belongings. After all, what makes a family is its values and traditions—not the finances left behind.

Estate planning is opportunity to leave behind something far more valuable than money—your wisdom, values, and hopes for your loved ones.

The estate planning process is not complete simply by signing the trust agreement; the trust must be funded to function effectively.